OPUS CAPITAL GROUP, LLC
Legal name: OPUS CAPITAL MANAGEMENT
CRD #106528 SEC #801-51533 CINCINNATI, OH 513-621-6787
SEC Registered
Total AUM
$1.2B
Discretionary
$896.6M
Employees
7
Clients
251
Accounts
414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $896.6M | $329M | 7 | 0 |
| Mar 2024 | $1.1B | $770.8M | $287M | 8 | 0 |
| Mar 2023 | $894.4M | $654.9M | $239.5M | 8 | 0 |
| Mar 2022 | $882.7M | $622.9M | $259.8M | 8 | 0 |
| Mar 2021 | $753.2M | $503.5M | $249.7M | 6 | 0 |
| Jun 2020 | $667.4M | $435.8M | $231.6M | 6 | 0 |
| Mar 2020 | $667.4M | $435.8M | $231.6M | 6 | 0 |
| Sep 2019 | $630.7M | $406M | $224.7M | 6 | 0 |
| Mar 2019 | $698.3M | $539.6M | $158.7M | 11 | 0 |
| Mar 2018 | $781.4M | $614.9M | $166.5M | 14 | 0 |
| Mar 2017 | $860.7M | $731M | $129.7M | 16 | 300 |
| Aug 2016 | $799.8M | $691.2M | $108.6M | 14 | 300 |
| Mar 2016 | $799.8M | $691.2M | $108.6M | 14 | 300 |
| Mar 2015 | $916M | $801.8M | $114.2M | 14 | 300 |
| May 2014 | $2.1B | $2B | $113.5M | 17 | 200 |
| Mar 2014 | $2.1B | $2B | $113.5M | 17 | 200 |
| Nov 2013 | $1.8B | $1.7B | $101.9M | 16 | 200 |
| Mar 2013 | $1.8B | $1.7B | $101.9M | 16 | 200 |
| Apr 2012 | $1.7B | $1.7B | $90.5M | 11 | 200 |
| Mar 2012 | $1.7B | $1.7B | $90.5M | 11 | 200 |
| Apr 2011 | $1.8B | $1.7B | $90M | -- | -- |
| Mar 2010 | $1.3B | $1.3B | $84.3M | -- | -- |
| Mar 2009 | $926.8M | $926.5M | $374.9K | 10 | -- |
| Sep 2008 | $1.4B | $1.4B | $0 | 10 | -- |
| Sep 2007 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2007 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2006 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2002 | $59.2M | $54.2M | $5M | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$896.6M
Non-Disc.$329M
Employees7
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$770.8M
Non-Disc.$287M
Employees8
Clients0
DateMar 2023
Total AUM$894.4M
Discretionary$654.9M
Non-Disc.$239.5M
Employees8
Clients0
DateMar 2022
Total AUM$882.7M
Discretionary$622.9M
Non-Disc.$259.8M
Employees8
Clients0
DateMar 2021
Total AUM$753.2M
Discretionary$503.5M
Non-Disc.$249.7M
Employees6
Clients0
DateJun 2020
Total AUM$667.4M
Discretionary$435.8M
Non-Disc.$231.6M
Employees6
Clients0
DateMar 2020
Total AUM$667.4M
Discretionary$435.8M
Non-Disc.$231.6M
Employees6
Clients0
DateSep 2019
Total AUM$630.7M
Discretionary$406M
Non-Disc.$224.7M
Employees6
Clients0
DateMar 2019
Total AUM$698.3M
Discretionary$539.6M
Non-Disc.$158.7M
Employees11
Clients0
DateMar 2018
Total AUM$781.4M
Discretionary$614.9M
Non-Disc.$166.5M
Employees14
Clients0
DateMar 2017
Total AUM$860.7M
Discretionary$731M
Non-Disc.$129.7M
Employees16
Clients300
DateAug 2016
Total AUM$799.8M
Discretionary$691.2M
Non-Disc.$108.6M
Employees14
Clients300
DateMar 2016
Total AUM$799.8M
Discretionary$691.2M
Non-Disc.$108.6M
Employees14
Clients300
DateMar 2015
Total AUM$916M
Discretionary$801.8M
Non-Disc.$114.2M
Employees14
Clients300
DateMay 2014
Total AUM$2.1B
Discretionary$2B
Non-Disc.$113.5M
Employees17
Clients200
DateMar 2014
Total AUM$2.1B
Discretionary$2B
Non-Disc.$113.5M
Employees17
Clients200
DateNov 2013
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.9M
Employees16
Clients200
DateMar 2013
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$101.9M
Employees16
Clients200
DateApr 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$90.5M
Employees11
Clients200
DateMar 2012
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$90.5M
Employees11
Clients200
DateApr 2011
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$90M
Employees--
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$84.3M
Employees--
Clients--
DateMar 2009
Total AUM$926.8M
Discretionary$926.5M
Non-Disc.$374.9K
Employees10
Clients--
DateSep 2008
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$59.2M
Discretionary$54.2M
Non-Disc.$5M
Employees5
Clients--